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Guardian Wealth Advisors (North Carolina)’s ExxonMobil XOM Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.79M Sell
16,456
-32
-0.2% -$4.67K 0.18% 85
2025
Q4 		$1.98M Buy
16,488
+172
+1% +$19.9K 0.12% 106
2025
Q3 		$1.84M Sell
16,316
-107
-0.7% -$11.9K 0.12% 106
2025
Q2 		$1.77M Sell
16,423
-278
-2% -$29.7K 0.12% 97
2025
Q1 		$1.99M Sell
16,701
-218
-1% -$24.1K 0.16% 87
2024
Q4 		$1.82M Buy
16,919
+1,186
+8% +$139K 0.14% 93
2024
Q3 		$1.84M Sell
15,733
-274
-2% -$31.6K 0.2% 71
2024
Q2 		$1.84M Buy
16,007
+162
+1% +$18.9K 0.22% 64
2024
Q1 		$1.84M Buy
15,845
+2,969
+23% +$311K 0.23% 64
2023
Q4 		$1.29M Sell
12,876
-1,256
-9% -$132K 0.2% 72
2023
Q3 		$1.66M Buy
14,132
+1,372
+11% +$150K 0.28% 57
2023
Q2 		$1.37M Buy
12,760
+1,668
+15% +$182K 0.23% 56
2023
Q1 		$1.22M Buy
11,092
+2,744
+33% +$304K 0.21% 63
2022
Q4 		$921K Sell
8,348
-260
-3% -$27.9K 0.18% 73
2022
Q3 		$752K Buy
8,608
+541
+7% +$49.4K 0.14% 81
2022
Q2 		$691K Buy
8,067
+2,994
+59% +$270K 0.13% 86
2022
Q1 		$419K Buy
5,073
+149
+3% +$11.6K 0.18% 97
2021
Q4 		$301K Buy
+4,924
New +$308K 0.13% 118

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XOM Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its ExxonMobil (XOM) stake by 0.19% in Q1 2026, selling an estimated $4.67K and leaving 16,456 shares worth $2.79M. The position accounts for 0.18% of the portfolio, ranked #85.

Guardian Wealth Advisors (North Carolina) first reported a position in XOM in Q4 2021 and has held it in 18 quarters since. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 16,456 shares of ExxonMobil worth $2.79M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 32 ExxonMobil shares in Q1 2026, an estimated $4.67K.
  • ExxonMobil made up 0.18% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #85 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in ExxonMobil in Q4 2021 and has held it in 18 quarters since.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.